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CaptivateIQ

CaptivateIQ

Overview

What is CaptivateIQ?

CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.

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Recent Reviews

Excellent tool!

10 out of 10
January 31, 2024
Incentivized
In my role, my commission rate is different when I sell SaaS vs prepaid advertising media vs advertising media in arrears. These payments …
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Transparent Pay!!

8 out of 10
January 08, 2024
Incentivized
Verifying commission payouts - we use this for monthly commission reports so as AEs we can verify our sold accounts are all being …
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Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 8 features
  • Sales compensation process automation (312)
    8.9
    89%
  • Sales compensation plan creation (271)
    8.4
    84%
  • Sales compensation dashboards & forecasting (281)
    8.3
    83%
  • Complex sales crediting (245)
    8.3
    83%

Reviewer Pros & Cons

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Jimmy Knapp | TrustRadius Reviewer
Jimmy Knapp
Broker
Nolan Transportation Group (Transportation/Trucking/Railroad, 1001-5000 employees)
EG
Eli Graft
Account Manager
StackAdapt (Marketing & Advertising, 1001-5000 employees)
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Pricing

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CaptivateIQ

CaptivateIQ

N/A
Unavailable

What is CaptivateIQ?

CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.captivateiq.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

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Visdum

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$35
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What is Visdum?

Visdum is a Sales Compensation System built to help companies manage and optimize sales incentives, to produce a motivated sales team. Visdum is a no-code SaaS platform that allows companies to design and automate any compensation plan, with the flexibility to add SPIFFs, Bonuses, and Kickers.…

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Features

Sales ICM

Features around incentive compensation management for sales

8.2
Avg 7.7
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Product Details

What is CaptivateIQ?

CaptivateIQ is an agile commission solution, enabling companies to consistently align revenue teams with evolving business goals.

CaptivateIQ offers companies like Gong, Figma, and 1Password the ability to build any commission plan, save time in payout processing, and motivate sales reps with real-time visibility into earnings.

CaptivateIQ gives finance, operations, and sales teams insights and control over their incentive compensation programs – so that they can better adapt to change, and more easily tailor plans to meet the current needs of their business.

For more information, visit www.captivateiq.com.

CaptivateIQ Features

Sales ICM Features

  • Supported: Sales compensation plan creation
  • Supported: Complex sales crediting
  • Supported: Sales compensation process automation
  • Supported: Incentive auditing/regulation compliance
  • Supported: Sales compensation dashboards & forecasting
  • Supported: Incentive modeling
  • Supported: Agile incentive strategy
  • Supported: ICM mobile visibility

CaptivateIQ Screenshots

Screenshot of Automatically syncs commission data to power commission reports in real-time across every team. Data sources can be integrated directly into the commission system.Screenshot of Customized user access and visibility into commission plans and data to meet security and compliance requirements.Screenshot of The Approvals workflow, where reps and managers can ensure every payout is correct before it’s distributed.Screenshot of Displays for business performance by team, comp plan, territory, or any other metric to make data-driven decisions.Screenshot of The reps' view into earnings, with a homepage and customizable commissions statements that outline how much they've earned, details by deal, and future earning potential to keep them motivated.

CaptivateIQ Videos

CaptivateIQ offers teams an easier way to track and manage commission plans so that finance, ops, sales, and leadership teams are all aligned.
CaptivateIQ Dashboards enables Commissions Admins and leadership to see if their incentives are driving the right behaviors among their reps.
CaptivateIQ's Rep Experience gives sales teams complete visibility into earnings, so they can focus on driving results.
When Commissions Don't Go Exactly to Plan
Why ASC606 Matters for People Besides Accountants

CaptivateIQ Integrations

CaptivateIQ Competitors

CaptivateIQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

CaptivateIQ Downloadables

Frequently Asked Questions

CaptivateIQ in San Francisco offers their flagship sales commission management product designed to enable companies to manage and tailor mission critical sales incentive compensation programs for their workforce.

Xactly Incent, Spiff, and Performio are common alternatives for CaptivateIQ.

Reviewers rate Sales compensation process automation highest, with a score of 8.9.

The most common users of CaptivateIQ are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(475)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
February 27, 2023

Flexible and intuitive platform that enables admins to understand and manage on their own

Verified User
Analyst in Finance and Accounting
Marketing & Advertising Company, 501-1000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We use the platform for commission purposes. We make all the calculations within the platform and then release monthly statements for the reps to check. We have useful reports that are sent to the management level every month.
Pros and Cons
  • It's flexible and intuitive
  • It has a great connection to SFDC
  • It has a great UX/UI experience
  • New dashboards
  • Better processing statements
Likelihood to Recommend
That I can understand every single calculation and plan, when I need to do urgent modifications to the plans, I can do it myself, and I don't always need an experienced vendor. I need better dashboards, visualizations, and user experience that the reps can use to better understand their plain numbers. Also, managers need to have better views to analyze their teams
Most Important Features
  • Their connection to SFDC
  • Their flexible plans
CaptivateIQ Feature Ratings
Sales ICM (8)
78.75%
7.9
Sales compensation plan creation
100%
10.0
Complex sales crediting
100%
10.0
Sales compensation process automation
100%
10.0
Incentive auditing/regulation compliance
90%
9.0
Sales compensation dashboards & forecasting
20%
2.0
Incentive modeling
90%
9.0
Agile incentive strategy
90%
9.0
ICM mobile visibility
40%
4.0
Return on Investment
  • It helped create more transparency
  • It helped avoid miscalculations
Support Rating
8
Alternatives Considered
CaptivateIQ is much more flexible and intuitive. You don't depend on a vendor to make changes.
Other Software Used
Users and Roles
100
sales
Support Headcount Required
1
commissions analyst
Business Processes Supported
  • commission statements
  • dashboards
  • commission checks
Innovative Uses
  • better statement designs
  • dashboards
Future Planned Uses
  • commission letters
  • managers' dashboards
Likelihood to Renew
10
because CIQ has been a great solution to our commission systems and we're confident we can improve the features we use for the future. We want to continue improving the statements and the plans in the platform
Products Replaced
Yes
Key Differentiators
  • Product Features
  • Product Usability
we needed a flexible platform like CIQ and also an easy implementation since we didn't have a lot of time to implement
Evaluation Lessons Learned
we don't regret adopting CIQ, the opposite
Implementation Rating
9
I worked with a vendor to implement. CIQ support was very good. The implementation was very fast, particularly compared to other platforms
Implementation Details / Implementation Partner
  • Third-party professional services
Implementation Issues
  • it was difficult to check hierarchies
  • we didn't manage to implement clawbacks
Premium Support
yes
Bug Resolution
No
Exceptional Examples of CaptivateIQ Support
once I have a problem of reps seeing plans that shouldn't be published to them. I contacted the support team and they immediately got back to me with the exact answer that I needed. They explained how to access to platform and what to choose in order to fix it simply and efficiently. They helped me do it and they were interested in knowing if the problem was fixed
Usability
9
it is flexible, easy to use for admins, user friendly for sales reps and managers
Easy Tasks
  • code writing
  • data connections
  • unions and joins
Difficult Tasks
  • dashboards
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